June 25, 2024
Summary: This article explains connecting data to tools for effective completion of work and establishing a unified experience with Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365. Businesses can improve work productivity and switch between applications without a hitch.
Business Central and Microsoft 365: Connect Data to the Tools for Work Completion
In general, the pace of business operations is continuously accelerating, presenting an ongoing challenge for the workforce that increasingly strives to keep up. In such a case, they often find themselves overwhelmed by the disparate tools orchestrated and designed to enhance their work, leading to frequent moving between various documents, applications, and websites as they search for data.
Needless to say, with the implementation of Microsoft Dynamics 365 Business Central and Microsoft 365, business organizations can get a complete and unified experience to connect data seamlessly with productivity applications.
For the most part, these may include
- Excel
- Outlook
- Microsoft Teams
Explicitly, this connectivity of Business Central and Dynamics ensures that your employees can access data timely, gain valuable and actionable insights, and collaborate directly within the tools they use regularly. For the most part, these core operations can be done without the need to switch between different applications.
Most importantly, by harnessing the connected solutions of Dynamics 365 Business Central and Dynamics 365, pwoered by real-time data, thriving businesses can effectively unlock the complete potential of AI-enabled productivity with Microsoft Copilot. With Dynamics 365 Copilot, business organizations can efficiently automate tasks and guide users through assisted workflows.Interestingly, this would help them save enough business hours, improving collaboration, enhancing decision-making, and allowing the workforce to focus on activities that matter and drive business success.
More collaboration with Business Central and Teams
Needless to say, modern-day workplaces are challenged and struggle with fragmented data and communication tools, More often, employees find themselves struggling with various applications and disseminating timely data, making the collaboration more difficult than ever. Interestingly, with the Teams connected to Microsoft Dynamics 365 Business Central, your business organization can efficiently share and interact with real-time data. In particular, it transforms Teams into a centralized and unified hub for your regular business operations.
With Business Central and Teams, employees can
- Data accessibility and collaboration: With Teams connected to Dynamics 365 Business Central, administrators can share data timely in group chats or channels. In general, it helps transform Teams into the hub for all and regular operations that unite the workforce, key processes, and the data required for working together.
- Taking action from the preferred applications: From D365 Business Central, you can quickly share data to jumpstart cohesive conversations in Teams. Given these points, from Teams, the workforce can stay in the flow of work by viewing and editing crucial business data without having to switch between different applications.
- Streamlined collaboration across Departments: With Business Central and Dynamics 365, you can empower each department to self-serve by unveiling the data required for working better together—even without a Business Central license. In such a case, by connecting to an accredited and acclaimed Dynamics 365 Solutions Provider, you can get read-only access to Dynamics 365 Business Central data in Teams at no additional cost with your Microsoft 365 license.
Business Productivity with Business Central and Excel, Outlook
In general, employees or the workforce within a business organization often prefer working in a specific applications that align with their roles and responsibilities to working at a space different from their key performance areas. For instance, for finance and operations teams, Excel is a fundamental tool playing a pivotal role in their daily work. Most importantly, it enables these teams to optimize their productivity within their preferred application and leads to significant productivity profits.
With Business Central and Excel, the workforce can
- Simplified Daily Tasks: Notably, you can export any Microsoft Dynamics 365 Business Central data to an Excel worksheet and capture data snapshots or share for a review, without a hitch. With Dynamics 365 Business Central, businesses can save time by updating records in bulk in Excel and uploading the revised records to d365 Business Central easily.
- From raw data to insights: Undeniably, you can get timely operational insights from Dynamics 365 Business Central as Excel reports. Also, businesses can adapt quickly by customizing report layouts as Excel worksheets. Moreover, you can easily analyze transactions and business data using pivot tables, charts, and calculations to get the right solutions instantly.
- Collaboration in the tools: In general, Dynamics 365 Business Central helps streamline team-based activities, such as budgeting and planning with multi-player co-authorship and an inventive functionality. In such a case, you can easily create, edit, and access Excel documents as a team. Later, you can publish final outcomes back to D365 Business Central.
With Business Central and Outlook, the workforce can
- Enhanced customer experience directly from their inbox. For the most part, you can connect real-time data from Dynamics 365 Business Central to Outlook. Also, you can save substantial business hours with extensive visibility into customer and vendor data like sales, purchase details, and more without leaving their inbox.
- Streamlined Workflow: Explicitly, you can use templates to send payment reminders quickly, order confirmations, and other emails directly from Microsoft Dynamics 365 Business Central connected to a shared mailbox.
- Quote to Cash without leaving Outlook: Needless to say, you can set up customers or vendors, create quotes, submit invoices, and more from within Outlook. For the most part, these employees can focus on the task at hand.
Embark Your Business Future with AI in Dynamics 365 Business Central and Microsoft Dynamics 365
In particular, the connection of Dynamics 365 Business Central and Microsoft Dynamics 365 helps small and medium-sized businesses boost productivity and redefine the way of work completion. With data delivered directly to familiar applications like Excel, Outlook, and Teams, the workforce or employees get the complete information they need without having to switch between applications. Business administrators can use next-generation AI with Microsoft Copilot and further streamline routine tasks like
- Drafting Content
- Summarizing Meetings
- Offering Email Follow-Up
- Finding Answers To Questions
Why NavisionIndia?
At NavisionIndia, you can connect to Dynamics 365 Consultants and make the best of their expertise and experience to connect Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Solutions. For the most part, our subject-matter experts deliver proven methodologies, industry-leading practices, a deep knowledge of the product, and exposure to working across different business sizes, industries, and types.
For more details, write to us at info@inoday.com Or Schedule A Demo